How to get copied into every Purchase Order that is sent out.

In Settings select the department you wish to be copied into emailed PO's to the suppliers for.

Then complete the fields below.

Firstly, type a name in the "Service" field. Workshop, payroll, human resources, etc.

This indicates that the person will be the department's support contact for staff app users in addition to being copied on every PO.

Use staff contact or manual contact? The person you want to be CC'd on every PO can be added manually or chosen from the Staff Contact list.

Confirm to verify that the toggle is on. By turning on this switch, the selected information from this contact will receive the purchase order emails. The email sent is the one with the PDF of the purchase order that was sent to suppliers.

Next, click Save. Additionally, you can "Remove" them by clicking on the red Remove button.

The selected contact is now available to be copied on every purchase order and serves as the department's support contact.

What staff users will see when they select support on the app is shown below. Details of the selected contact will be displayed here for help.

Like to see a video on this new feature?

https://www.loom.com/share/cf3d0fa57a5f411d9bd51febd85afb94